Stern Brothers Asset Management Expands Team in Texas

Michael Alexander will immediately start in his new role as a trusted and experienced investment advisor offering investment advice, financial planning and innovative wealth management strategies to his growing client base. He joins Patrick K. Burdick, Managing Director for the Houston market. “Michael brings great energy to the Houston team and will make an immediate impact by managing current client accounts and sourcing new high net worth clientele,” said Burdick. “Michael’s astute awareness of market trends makes him a valuable member of our team and this momentum will help us achieve our company goals.”

Michael Alexander brings nine years of financial investment experience to Stern Brothers. Alexander has been focused on serving and advising clients throughout his entire professional career with companies such as Morgan Stanley, J.P. Morgan and Merrill Lynch, and most recently as a Financial Advisor at TD Ameritrade, Inc. His passion for the financial management industry along with his dedication to his clients’ success makes him a valuable addition to the Stern Brothers team.

ABOUT STERN BROTHERS ASSET MANAGEMENT, LLC

Stern Brothers Asset Management is a privately owned, independent Registered Investment Adviser (RIA) providing highly personalized service and professional wealth management. Creating innovative management solutions that capitalize on asset growth with downside protection of capital is what Stern Brothers does best. Taking the time to understand specific financial needs and concerns allows the Stern Brothers team to personalize investment and wealth management strategies that align with clients’ goals.